Josh Meier
Assistant Controller at Catholic Charities of Denver- Claim this Profile
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Bio
Credentials
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Certified Public Accountant (CPA), Inactive
Colorado Society of CPAs | COCPAJul, 2011- Nov, 2024
Experience
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Catholic Charities of Denver
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United States
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Non-profit Organization Management
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1 - 100 Employee
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Assistant Controller
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2018 - Present
• Produce and analyze monthly financials for 26 low-income affordable properties using the Yardi accounting software and created an interactive dashboard for management using Microsoft Excel. • Oversee the budget process for each property by providing 5-year trend analysis of revenues and expenses and meeting with stakeholders for input to achieve final budget approval from the board of directors. • Efficiently help the controller and accounting team complete the annual audit for each property. • Accurately calculate the debt service coverage ratio each month for each property. • Automated the operating bank reconciliation process which reduced a previous three-hour tedious task each month to three seconds with 100% accuracy. Further, improved the bank reconciliation process and recorded interest revenue for over 100 bank accounts. • Lead the company-wide insurance claim process. • Visually display days vacant and the aged receivable to inform management of potential concerns. Show less
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Archdiocese of Denver
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United States
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Religious Institutions
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100 - 200 Employee
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Internal Auditor
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2012 - 2013
• Summers of 2012 & 2013 • Provided assurance that parishes were complying with Archdiocesan financial reporting and internal control practices. • Summers of 2012 & 2013 • Provided assurance that parishes were complying with Archdiocesan financial reporting and internal control practices.
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Zarlengo Raub LLP
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United States
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Accounting
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1 - 100 Employee
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Staff Accountant
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Sep 2009 - Jul 2011
• Prepared individual, partnership, and corporate income tax returns, maintained bookkeeping records in QuickBooks, assisted with audits, filed sales and payroll tax forms, designed tax reconciliation worksheets in Microsoft Excel. • Prepared individual, partnership, and corporate income tax returns, maintained bookkeeping records in QuickBooks, assisted with audits, filed sales and payroll tax forms, designed tax reconciliation worksheets in Microsoft Excel.
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Education
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Pontifical University of St. Thomas Aquinas - Angelicum
Theology/Theological Studies -
St. John Vianney Theological Seminary
Philosophy/Philosophical Studies -
Regis University
Bachelors of Science, Accounting and Business Administration with an emphasis in finance, Summa cum laude